AWM
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AllSquare Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

AllSquare Wealth Management’s Portfolio IDV Stock Details IDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-75
Closed -$2K – 498
2018
Q1 		$2K Buy
+75
New +$2.55K ﹤0.01% 366

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AllSquare Wealth Management's IDV Position: Q2 2018 in Review

AllSquare Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2018, closing a stake of 75 shares — an estimated $2K sold.

AllSquare Wealth Management first reported a position in IDV in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 349 funds tracked by Wall St. Rank hold IDV as of Q2 2018.

  • AllSquare Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q2 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 75 iShares International Select Dividend ETF shares in Q2 2018, an estimated $2K.
  • AllSquare Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2018 and held it in 1 quarter.
  • AllSquare Wealth Management's iShares International Select Dividend ETF position peaked at $2K in Q1 2018.
  • 349 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2018.

Based on AllSquare Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.